+8,329.0%
QLD vs AXON
+5,104.7%
+3,224.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.1% | +1.2% |
| 7D | -9.4% | +0.2% | -9.6% | -9.5% |
| 30D | -17.1% | +3.0% | -20.1% | -18.1% |
| 3M | -10.4% | -30.1% | +19.7% | +0.4% |
| 6M | +0.7% | +7.7% | -7.0% | -6.7% |
| YTD | +17.7% | -25.3% | +43.1% | +22.3% |
| 1Y | +14.7% | -39.9% | +54.6% | +29.1% |
| 3Y | +169.6% | +95.2% | +74.4% | +78.0% |
| 5Y | +86.7% | +129.9% | -43.2% | +12.8% |
| 10Y | +1,600.8% | +1,829.8% | -229.1% | +315.6% |
| All | +8,329.0% | +5,104.7% | +3,224.3% | +775.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AXON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling